Many people and organizations are afraid to say “Merry Christmas” to their clients. Or even use the word “Christmas” at all. I have struggled with it myself. My ...

The main story I wanted to cover in this edition of Cache is the fear that many people have over saying Merry Christmas, and how leaning into it is an ...

Regarding the mass email that says Merry Christmas or Happy Holidays: the intent, presumably, is to reach out and make some kind of personal connection with your audience. It is ...

Mark Halpern, founder of WEALTHinsurance.com, is one of our elite advisor clients, each of whom has a unique brand position. Fundamental to Mark’s is that he educates fellow advisors. Lots ...